Fidelity Investments
Statistics as of Apr 04, 2025
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Found total of 558 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return ▼ | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.73% | TTM Yield 1.2% | 3yr Sharpe 0.82 | YTD Return -1.8% | 3yr Return 44.3% | 1yr Return 10.8% | Total Assets $1B | 6M Money Flow $37M | |
Expense Ratio 0.75% | TTM Yield 2.2% | 3yr Sharpe 0.50 | YTD Return 0.2% | 3yr Return 32.7% | 1yr Return 23.4% | Total Assets $2B | 6M Money Flow $795M | |
Expense Ratio 0.38% | TTM Yield 1.1% | 3yr Sharpe 0.61 | YTD Return -14.5% | 3yr Return 32.1% | 1yr Return -4.0% | Total Assets $635M | 6M Money Flow $249M | |
Expense Ratio 0.76% | TTM Yield 0.2% | 3yr Sharpe 0.58 | YTD Return -14.8% | 3yr Return 31.2% | 1yr Return -2.6% | Total Assets $5B | 6M Money Flow -$654M | |
Expense Ratio 0.65% | TTM Yield 0.0% | 3yr Sharpe 0.32 | YTD Return -30.6% | 3yr Return 31.1% | 1yr Return -19.4% | Total Assets $16B | 6M Money Flow -$310M | |
Expense Ratio 0.95% | TTM Yield 0.0% | 3yr Sharpe 0.31 | YTD Return -30.6% | 3yr Return 29.4% | 1yr Return -19.4% | Total Assets $2B | 6M Money Flow $107M | |
Expense Ratio 0.70% Expense Ratio 0.58% Expense Ratio 1.70% Expense Ratio 1.20% | ||||||||
Expense Ratio 0.63% | TTM Yield 0.1% | 3yr Sharpe 0.51 | YTD Return -13.0% | 3yr Return 29.3% | 1yr Return 0.9% | Total Assets $145B | 6M Money Flow -$3B | |
Expense Ratio 0.56% | ||||||||
Expense Ratio 0.45% | TTM Yield 0.4% | 3yr Sharpe 0.51 | YTD Return -13.5% | 3yr Return 28.4% | 1yr Return 0.2% | Total Assets $32B | 6M Money Flow -$4B | |
Expense Ratio 0.00% | TTM Yield 0.8% | 3yr Sharpe 0.50 | YTD Return -13.3% | 3yr Return 27.8% | 1yr Return 0.6% | Total Assets $11B | 6M Money Flow -$790M | |
Expense Ratio 0.00% | TTM Yield 1.8% | 3yr Sharpe 0.55 | YTD Return -12.5% | 3yr Return 27.5% | 1yr Return 0.7% | Total Assets $19B | 6M Money Flow -$301M | |
Expense Ratio 0.71% | TTM Yield 0.8% | 3yr Sharpe 0.30 | YTD Return -11.1% | 3yr Return 27.4% | 1yr Return -6.3% | Total Assets $717M | 6M Money Flow -$57M | |
Expense Ratio 0.45% | TTM Yield 1.4% | 3yr Sharpe 0.55 | YTD Return -12.9% | 3yr Return 27.3% | 1yr Return -0.2% | Total Assets $60M | 6M Money Flow -$2M | |
Expense Ratio 0.65% | TTM Yield 0.0% | 3yr Sharpe 0.47 | YTD Return -14.1% | 3yr Return 26.3% | 1yr Return 0.5% | Total Assets $20B | 6M Money Flow -$1B | |
Expense Ratio 0.90% Expense Ratio 0.53% Expense Ratio 1.15% Expense Ratio 1.65% | ||||||||
Expense Ratio 0.68% | TTM Yield 0.8% | 3yr Sharpe 0.49 | YTD Return -5.9% | 3yr Return 25.7% | 1yr Return 6.9% | Total Assets $2B | 6M Money Flow -$9M | |
Expense Ratio 0.69% | TTM Yield 0.6% | 3yr Sharpe 0.39 | YTD Return -13.5% | 3yr Return 25.6% | 1yr Return -6.3% | Total Assets $625M | 6M Money Flow $41M | |
Expense Ratio 0.59% | TTM Yield 1.2% | 3yr Sharpe 0.51 | YTD Return -12.6% | 3yr Return 25.0% | 1yr Return -0.3% | Total Assets $4B | 6M Money Flow $238M | |
Expense Ratio 0.48% Expense Ratio 0.60% Expense Ratio 0.87% Expense Ratio 1.64% Expense Ratio 1.12% | ||||||||
Expense Ratio 0.72% | TTM Yield 1.8% | 3yr Sharpe 0.38 | YTD Return -12.2% | 3yr Return 24.7% | 1yr Return 8.1% | Total Assets $1B | 6M Money Flow $190M | |
Expense Ratio 0.98% | TTM Yield 0.2% | 3yr Sharpe 0.37 | YTD Return -13.5% | 3yr Return 24.6% | 1yr Return -6.4% | Total Assets $615M | 6M Money Flow $47M | |
Expense Ratio 0.71% Expense Ratio 1.23% Expense Ratio 0.59% Expense Ratio 1.74% | ||||||||
Expense Ratio 0.82% | TTM Yield 1.0% | 3yr Sharpe 0.49 | YTD Return -12.9% | 3yr Return 24.0% | 1yr Return -0.4% | Total Assets $5B | 6M Money Flow -$142M | |
Expense Ratio 0.68% Expense Ratio 1.18% Expense Ratio 1.68% | ||||||||
Expense Ratio 0.79% | TTM Yield 1.0% | 3yr Sharpe 0.49 | YTD Return -12.7% | 3yr Return 24.0% | 1yr Return -0.1% | Total Assets $5B | 6M Money Flow $108M | |
Expense Ratio 0.70% | TTM Yield 0.9% | 3yr Sharpe 0.37 | YTD Return -19.4% | 3yr Return 23.9% | 1yr Return 1.7% | Total Assets $1B | 6M Money Flow $353M | |
Expense Ratio 0.11% | TTM Yield 1.2% | 3yr Sharpe 0.47 | YTD Return -11.5% | 3yr Return 23.5% | 1yr Return 1.9% | Total Assets $19B | 6M Money Flow $3B | |
Expense Ratio 1.08% | TTM Yield 0.6% | 3yr Sharpe 0.47 | YTD Return -12.8% | 3yr Return 23.1% | 1yr Return -0.5% | Total Assets $2B | 6M Money Flow $25M | |
Expense Ratio 0.82% Expense Ratio 1.33% Expense Ratio 0.70% Expense Ratio 1.84% | ||||||||
Expense Ratio 0.16% | TTM Yield 1.7% | 3yr Sharpe 0.46 | YTD Return -10.0% | 3yr Return 22.9% | 1yr Return 3.1% | Total Assets $185M | 6M Money Flow $41M | |
Expense Ratio 1.01% | TTM Yield 1.4% | 3yr Sharpe 0.35 | YTD Return -12.2% | 3yr Return 22.8% | 1yr Return 7.7% | Total Assets $644M | 6M Money Flow $70M | |
Expense Ratio 0.73% Expense Ratio 1.25% Expense Ratio 0.60% Expense Ratio 1.75% | ||||||||
Expense Ratio 0.70% | TTM Yield 0.0% | 3yr Sharpe 0.37 | YTD Return -14.3% | 3yr Return 22.4% | 1yr Return 1.6% | Total Assets $2B | 6M Money Flow $26M | |
Expense Ratio 0.58% Expense Ratio 0.99% Expense Ratio 0.71% Expense Ratio 1.24% Expense Ratio 1.74% | ||||||||
Expense Ratio 0.54% | TTM Yield 1.6% | 3yr Sharpe 0.45 | YTD Return -10.3% | 3yr Return 21.9% | 1yr Return 0.4% | Total Assets $11B | 6M Money Flow -$836M | |
Expense Ratio 0.46% | ||||||||
Expense Ratio 0.70% | TTM Yield 0.6% | 3yr Sharpe 0.28 | YTD Return -12.3% | 3yr Return 21.7% | 1yr Return 1.4% | Total Assets $638M | 6M Money Flow -$25M | |
Expense Ratio 0.69% | TTM Yield 2.2% | 3yr Sharpe 0.26 | YTD Return -2.8% | 3yr Return 21.7% | 1yr Return 18.9% | Total Assets $2B | 6M Money Flow $287M | |
Expense Ratio 0.08% | TTM Yield 1.8% | 3yr Sharpe 0.33 | YTD Return -10.1% | 3yr Return 21.3% | 1yr Return 7.9% | Total Assets $2B | 6M Money Flow $203M | |
Expense Ratio 0.08% | TTM Yield 1.6% | 3yr Sharpe 0.31 | YTD Return -11.6% | 3yr Return 21.3% | 1yr Return -5.7% | Total Assets $1B | 6M Money Flow $107M | |
Expense Ratio 0.13% | TTM Yield 0.6% | 3yr Sharpe 0.38 | YTD Return -12.1% | 3yr Return 21.2% | 1yr Return 0.2% | Total Assets $4B | 6M Money Flow $3B | |
Expense Ratio 0.72% | TTM Yield 2.2% | 3yr Sharpe 0.24 | YTD Return -2.8% | 3yr Return 21.1% | 1yr Return 18.7% | Total Assets $1B | 6M Money Flow $201M | |
Expense Ratio 0.99% Expense Ratio 0.60% Expense Ratio 1.25% Expense Ratio 1.74% | ||||||||
Expense Ratio 0.16% | TTM Yield 4.1% | 3yr Sharpe 0.33 | YTD Return 2.7% | 3yr Return 20.7% | 1yr Return 2.0% | Total Assets $8B | 6M Money Flow $735M | |
Expense Ratio 0.16% | TTM Yield 1.6% | 3yr Sharpe 0.39 | YTD Return -9.5% | 3yr Return 20.1% | 1yr Return 2.8% | Total Assets $184M | 6M Money Flow $21M | |
Expense Ratio 0.87% | TTM Yield 2.8% | 3yr Sharpe 0.35 | YTD Return 3.2% | 3yr Return 19.9% | 1yr Return 1.7% | Total Assets $2B | 6M Money Flow $389M | |
Expense Ratio 0.78% Expense Ratio 0.91% Expense Ratio 1.17% Expense Ratio 1.42% Expense Ratio 1.92% | ||||||||
Expense Ratio 0.01% | TTM Yield 0.9% | 3yr Sharpe 0.29 | YTD Return -22.4% | 3yr Return 19.4% | 1yr Return -4.2% | Total Assets $11B | 6M Money Flow -$52M | |
Expense Ratio 0.01% | TTM Yield 0.8% | 3yr Sharpe 0.34 | YTD Return -17.2% | 3yr Return 19.3% | 1yr Return -4.9% | Total Assets $1B | 6M Money Flow -$64M | |
Expense Ratio 0.73% | TTM Yield 8.3% | 3yr Sharpe 0.67 | YTD Return -1.8% | 3yr Return 19.1% | 1yr Return 4.1% | Total Assets $16B | 6M Money Flow $1B | |
Expense Ratio 0.77% Expense Ratio 0.67% Expense Ratio 1.02% Expense Ratio 1.77% Expense Ratio 1.02% | ||||||||
Expense Ratio 0.16% | TTM Yield 3.4% | 3yr Sharpe 0.37 | YTD Return -9.4% | 3yr Return 19.0% | 1yr Return 3.7% | Total Assets $4B | 6M Money Flow $1B | |
Expense Ratio 0.00% | TTM Yield 2.5% | 3yr Sharpe 0.35 | YTD Return -7.8% | 3yr Return 18.4% | 1yr Return 1.3% | Total Assets $12B | 6M Money Flow -$387M | |
Expense Ratio 0.00% | TTM Yield 0.7% | 3yr Sharpe 0.30 | YTD Return -18.7% | 3yr Return 18.1% | 1yr Return -0.7% | Total Assets $2B | 6M Money Flow $315M | |